Integrated Wealth Concepts LLC Sells in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TY
Tri Continental Corp

Financial Services
-4.05K
- 6.32%
$31.01 - $34.67 $126K - $141K
60.1K $1.9M
WU
Western Union CO

Financial Services
-13.2K
- 27.72%
$10.52 - $11.94 $139K - $158K
34.5K $365K
CSX
Csx Corp

Industrials
-4.08K
- 12.65%
$31.58 - $36.88 $129K - $150K
28.2K $908K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.57K
- 11.76%
$63.27 - $70.31 $99.4K - $110K
11.8K $747K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-7.11K
- 3.48%
$23.25 - $23.56 $165K - $167K
197K $4.59M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.63K
- 5.8%
$111.85 - $120.71 $294K - $318K
42.7K $4.92M
ACGL
Arch Capital Group Ltd.

Financial Services
-166
- 1.74%
$88.71 - $114.86 $14.7K - $19.1K
9.38K $866K
CLF
Cleveland Cliffs Inc.

Basic Materials
-634
- 1.12%
$9.24 - $13.94 $5.86K - $8.84K
55.8K $524K
DGX
Quest Diagnostics Inc

Healthcare
-1.42K
- 9.28%
N/A
13.9K $1.9M
EWQ
Ishares Msci France ETF

ETFs
-3.73K
- 27.56%
$35.5 - $39.81 $132K - $149K
9.81K $351K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.53K
- 25.19%
$84.3 - $106.41 $129K - $163K
4.54K $391K
VONE
Vanguard Russell 1000 ETF

ETFs
-864
- 14.2%
$257.18 - $277.76 $222K - $240K
5.22K $1.39M
EXPO
Exponent Inc

Industrials
-170
- 2.55%
$88.94 - $114.63 $15.1K - $19.5K
6.48K $577K
OGN
Organon & Co.

Healthcare
-4.73K
- 16.8%
$14.44 - $18.83 $68.3K - $89K
23.4K $349K
ALGN
Align Technology Inc

Healthcare
-84
- 2.28%
$205.03 - $245.32 $17.2K - $20.6K
3.6K $749K
MGM
Mgm Resorts International

Consumer Cyclical
-898
- 2.58%
$33.44 - $41.99 $30K - $37.7K
33.9K $1.17M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-9K
- 6.71%
$20.98 - $21.19 $189K - $191K
125K $2.64M
PSX
Phillips 66

Energy
-72
- 0.74%
$110.35 - $138.93 $7.95K - $10K
9.7K $1.1M
ALB
Albemarle Corp

Basic Materials
-1.53K
- 28.68%
$86.08 - $111.3 $132K - $170K
3.8K $327K
PLUS
Eplus Inc

Technology
-357
- 5.87%
$73.17 - $101.67 $26.1K - $36.3K
5.73K $423K
ONON
On Holding Ag

Consumer Cyclical
-3.98K
- 43.96%
$46.3 - $59.54 $184K - $237K
5.07K $277K
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.48K
- 40.84%
$97.84 - $108.61 $145K - $161K
2.14K $211K
TTEK
Tetra Tech Inc

Industrials
-685
- 3.43%
$39.8 - $50.52 $27.3K - $34.6K
19.3K $768K
IGRO
Ishares Tr International Divid

ETFs
-505
- 2.45%
$67.76 - $74.48 $34.2K - $37.6K
20.1K $1.37M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-858
- 2.28%
$94.77 - $97.36 $81.3K - $83.5K
36.8K $3.51M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-3.76K
- 8.69%
$22.21 - $24.22 $83.6K - $91.2K
39.5K $878K
PRU
Prudential Financial Inc

Financial Services
-1.03K
- 6.04%
$114.59 - $129.52 $118K - $134K
16.1K $1.9M
OTIS
Otis Worldwide Corp

Industrials
-831
- 10.7%
$92.57 - $106.01 $76.9K - $88.1K
6.93K $642K
D
Dominion Energy, Inc

Utilities
-321
- 0.86%
$52.63 - $60.92 $16.9K - $19.6K
37K $1.99M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.41K
- 6.02%
$78.43 - $87.17 $189K - $210K
37.6K $3.01M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-3.63K
- 10.5%
$23.11 - $25.17 $83.9K - $91.4K
30.9K $714K
IYR
Ishares Tr

ETFs
-1.07K
- 15.96%
$90.74 - $102.87 $97.5K - $110K
5.65K $526K
LHX
L3 Harris Technologies, Inc.

Industrials
-120
- 2.55%
$208.94 - $264.22 $25.1K - $31.7K
4.59K $964K
ICLN
Ishares

ETFs
-4.91K
- 16.75%
$11.35 - $14.51 $55.7K - $71.2K
24.4K $277K
IHE
Ishares Tr

ETFs
-1.16K
- 7.7%
$65.15 - $71.86 $75.7K - $83.5K
13.9K $915K
RY
Royal Bank Of Canada

Financial Services
-890
- 10.79%
$119.72 - $128.02 $107K - $114K
7.36K $886K
NIO
Nio Inc.

Consumer Cyclical
-5.88K
- 11.71%
$4.31 - $7.21 $25.3K - $42.4K
44.3K $193K
PHM
Pultegroup Inc

Consumer Cyclical
-32
- 0.83%
$108.86 - $149.04 $3.48K - $4.77K
3.83K $416K
CHK
Chesapeake Energy Corp

Energy
-3.2K
- 7.83%
$81.46 - $87.57 $260K - $280K
37.6K $3.22M
IMO
Imperial Oil LTD

Energy
-822
- 8.53%
$61.13 - $79.21 $50.2K - $65.1K
8.82K $543K
TRP
Tc Energy Corp

Energy
-2.03K
- 5.19%
$44.03 - $50.23 $89.2K - $102K
37K $1.72M
SBLK
Star Bulk Carriers Corp.

Industrials
-420
- 2.9%
$14.7 - $23.59 $6.17K - $9.91K
14K $209K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-24.1K
- 6.85%
$2.15 - $4.48 $51.9K - $108K
328K $1.3M
BSY
Bentley Systems Inc

Technology
-1.01K
- 4.99%
$46.59 - $51.09 $46.9K - $51.4K
19.2K $894K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-4.69K
- 1.14%
$23.02 - $23.23 $108K - $109K
408K $9.4M
GNR
Spdr S&P Global Natural Resour

ETFs
-1.37K
- 17.86%
$48.67 - $58.43 $66.6K - $79.9K
6.29K $313K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-255
- 0.56%
$55.73 - $61.23 $14.2K - $15.6K
45.3K $2.56M
BAX
Baxter International Inc

Healthcare
-1.68K
- 18.85%
$28.63 - $37.84 $48.2K - $63.6K
7.24K $211K
WY
Weyerhaeuser CO

Real Estate
-1.4K
- 9.15%
$27.21 - $33.7 $38.1K - $47.1K
13.9K $391K
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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